Interviewing and selecting candidates

Interviewing and selecting candidates

Done well, interviews help you assess candidates' qualifications as well as evaluate whether they will fit into your firm's culture. That's why leading firms are as diligent in preparing for an interview with a prospective employee as they are in preparing for a meeting with a prospective client.

To map out the interview and selection process:

Select the interview team and assign roles and responsibilities.
Define the interview process.
Draft interview questions.
Develop a candidate evaluation and selection process.
Keep track of key dates and deliverables.

We try to hire in front of the need.1

James Knight, Vista Wealth Management



1. Schwab's RIA Firm of the Future Study, conducted for Schwab Advisor Services by Koski Research, 2015.

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